Cosner Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-469
| Closed | -$246K | – | 37 |
|
|
2025
Q1 | $246K | Buy |
469
+2
| +0.4% | +$1.05K | 0.15% | 33 |
|
|
2024
Q4 | $236K | Buy |
467
+2
| +0.4% | +$1.01K | 0.15% | 35 |
|
|
2024
Q3 | $272K | Buy |
465
+1
| +0.2% | +$585 | 0.18% | 33 |
|
|
2024
Q2 | $236K | Buy |
464
+2
| +0.4% | +$1.02K | 0.17% | 31 |
|
|
2024
Q1 | $228K | Buy |
462
+2
| +0.4% | +$989 | 0.16% | 33 |
|
|
2023
Q4 | $242K | Buy |
460
+2
| +0.4% | +$1.05K | 0.2% | 32 |
|
|
2023
Q3 | $231K | Buy |
458
+1
| +0.2% | +$505 | 0.2% | 23 |
|
|
2023
Q2 | $219K | Buy |
+457
| New | +$219K | 0.18% | 22 |
|